Latest Institutional Transactions on Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information on the latest institutional transactions involving Jp Morgan Exch Traded Fd Tr Sh (JSCP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.65K+ 8.29% |
$357K - $363K
|
99.9K
$4.66M
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
84+ 0.79% |
$3.92K - $3.98K
|
10.7K
$498K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
41.5KNew |
$1.94M - $1.97M
|
41.5K
$1.94M
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5.31KNew |
$248K - $252K
|
5.31K
$248K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.9K+ 3.13% |
$1.72M - $1.75M
|
1.22M
$56.8M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.62K- 25.65% |
$75.7K - $76.9K
|
4.7K
$219K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.2KNew |
$2.76M - $2.81M
|
59.2K
$2.76M
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.3K- 43.16% |
$482K - $490K
|
13.6K
$634K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.19K+ 7.02% |
$102K - $104K
|
33.3K
$1.56M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.56K+ 6.13% |
$399K - $406K
|
148K
$6.91M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.43% |
$1.91K - $1.94K
|
9.58K
$447K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 227.33% |
$63.6K - $64.7K
|
1.96K
$91.6K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.49K+ 3.7% |
$163K - $166K
|
97.8K
$4.56M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.17K- 10.0% |
$54.3K - $55.2K
|
10.5K
$489K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 4.06% |
$569K - $578K
|
288K
$13.4M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.39K- 4.53% |
$64.7K - $65.8K
|
29.3K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.3KNew |
$1.41M - $1.44M
|
30.3K
$1.42M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.77K+ 352.94% |
$316K - $321K
|
8.69K
$405K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
69.5K+ 716.71% |
$3.24M - $3.29M
|
79.2K
$3.69M
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.48K+ 3.94% |
$116K - $118K
|
65.5K
$3.05M
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-634- 1.17% |
$29.6K - $30.1K
|
53.5K
$2.49M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
20.3K+ 13.27% |
$949K - $965K
|
174K
$8.1M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$944K - $960K
|
20.2K
$944K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
525New |
$24.5K - $24.9K
|
525
$24.5K
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.9K+ 22.69% |
$88.4K - $89.8K
|
10.2K
$478K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 7.22% |
$70.4K - $71.5K
|
22.4K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 3.01% |
$83.6K - $85K
|
57.8K
$2.69M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 56.46% |
$499K - $508K
|
29.7K
$1.38M
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-397- 1.78% |
$18.5K - $18.8K
|
21.9K
$1.02M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
400+ 2.78% |
$18.7K - $19K
|
14.8K
$689K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.7KNew |
$219K - $223K
|
4.7K
$219K
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
4.58KNew |
$213K - $217K
|
4.58K
$213K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4K+ 9.87% |
$186K - $190K
|
44.5K
$2.08M
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
10.2K+ 2.45% |
$474K - $482K
|
426K
$19.9M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
670+ 3.68% |
$31.2K - $31.8K
|
18.9K
$882K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
488New |
$22.8K - $23.1K
|
488
$22.8K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.93K- 19.28% |
$89.8K - $91.3K
|
8.06K
$376K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
63.7K+ 48.67% |
$2.97M - $3.02M
|
195K
$9.08M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.25K+ 37.38% |
$105K - $107K
|
8.27K
$386K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 109.04% |
$2.16M - $2.19M
|
88.7K
$4.14M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.54K- 13.79% |
$165K - $168K
|
22.1K
$1.03M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41.9KNew |
$1.96M - $1.99M
|
41.9K
$1.96M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.57K+ 8.83% |
$446K - $454K
|
118K
$5.5M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
46+ 0.77% |
$2.14K - $2.18K
|
6.02K
$281K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 5.13% |
$56K - $56.9K
|
22.2K
$1.04M
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.25KNew |
$150K - $155K
|
3.25K
$152K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 6.46% |
$25.2K - $26K
|
8.98K
$419K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
15.6KNew |
$719K - $742K
|
15.6K
$727K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.88K+ 6.25% |
$364K - $375K
|
134K
$6.25M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
601+ 1.34% |
$27.7K - $28.6K
|
45.4K
$2.12M
|